SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Long Term Investors' Outpost -- Ignore unavailable to you. Want to Upgrade?


To: paul_philp who wrote (382)8/9/2002 7:10:44 AM
From: Uncle Frank  Read Replies (2) | Respond to of 562
 
That's quite a piece, Paul. Congratulations on a well framed argument. It contains very appropriate references to some of Moore and Christensen's best concepts.

Think I'll nominate it on SI Highlights before tekboy beats me to it :-).

uf



To: paul_philp who wrote (382)8/9/2002 10:38:35 PM
From: Dennis O'Bell  Read Replies (1) | Respond to of 562
 
Fascinating article, thanks for sharing it !

On the subject of the entertainment industry, they probably more than any other stand to be disrupted by all this.

The New Napsters

fortune.com

Short of suing 70 million-plus people or encrypting every CD and DVD sold (an unlikely scenario), it's hard to imagine how to stop it.

Still, the music industry has to try. Global sales of CDs have been falling; last year they were down 5%, and for the first time blank CD sales outnumbered sales for recorded CDs.



To: paul_philp who wrote (382)8/11/2002 4:02:28 AM
From: ynot  Respond to of 562
 
pp,
have
you seen
a little book
by another Canadian
Galbriath, useful
in your essay?
very good
work,

regards,
ynot :)

ps
taxes are another excellent by-product of bubbles &
mapping political events (wars, etc...) may also
give additional colour to flows of profits/pain